See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,743 | $108,642-77.2% | $74,701-66.9% | $152,861-83.8% |
| Participation rate | 85.7% | 65.3%+20.4pp | 54.5%+31.3pp | 82.4%+3.3pp |
| Annual return | 25.60% | 114.06%-88.5pp | 752.92%-727.3pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,537 | $1,503+2.2% | $1,084+41.8% | $4,762-67.7% |
| Participant deferral / active EE | $4,860 | $2,712+79.2% | $1,964+147.5% | $5,850-16.9% |
| Admin fee / account holder | $448 | $4,902-90.9% | $3,333-86.6% | $11,596-96.1% |